/Regulation

MS17/1.2 First Response to FCA’s Market Study

Our response to the FCA's Investment Platforms Market Study (IPMS).

Since the FCA’s Investment Platforms Market Study (IPMS) was published, the lang cat has been doing lots of thinking. The result is our first response which is now available to you (and your friends, if you like). All you need to do is click on ‘add to cart’ to claim your free copy.

In our response you will find 14 pages of what we think the main issues are, our views on them and some things we think investors and advisers can be doing now. As we continue to think and the dust continues to settle, keep your eyes on the lang cat for more reaction.

We hope you enjoy the paper. If you would like to share your thoughts or need some help to make the changes MS171.2 is driving, get in touch.

We are all ears.

/ Additional reports

Q4 platform market scorecard

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.